June 2013 Posts

Maryland Estate Planning for Unmarried Couples

Estate planning involves documenting your desires about how your property is handled after death, and how your property and health care decisions are handled during a period of incapacity. Proper estate planning is important for everyone. But for unmarried partners--opposite sex or same sex--it is critical. Part One of this two-part article presents issues for unmarried partners to consider for after-death estate planning....

Estate Planning as a Plan for Our Lives

All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper level, to uncover hopes, dreams and aspirations. It becomes more about family and values, and it becomes a process instead of a transaction. This process begin with having a plan for our lives....

Providing for Emotional and Financial Support through Special Needs Planning

If you are the parent of a child with special needs, you live daily with the very real obstacles and challenges of caring for your child--both emotional and financial. Too many families with special needs children, however, believe that to preserve the all-important government benefits that the child receives, they must disinherit the child and hope that a family member will have the ability and resources to care for the special needs child. But with proper planning, there is no need to disinherit your special needs child!...